Stephen Dunnaway Portfolio
Invests via Brown Shipley& Co Ltd | Managed by Brown Shipley & Co Ltd
Invests via Brown Shipley& Co Ltd
Managed by Brown Shipley & Co Ltd
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Stephen Dunnaway Profile
With extensive experience in the technology sector, Stephen Dunnaway has been a driving force behind several successful startups. He co-founded innovative companies that leverage cutting-edge solutions to enhance operational efficiency and client engagement. Throughout his career, he has demonstrated an exceptional ability to scale businesses by integrating advanced technologies and leading dynamic teams. His deep understanding of market dynamics positions him as a vital contributor to entrepreneurship and investment discussions within the tech community.
With extensive experience in the technology sector, Stephen Dunnaway has been a driving force behind several successful startups. He co-founded innovative companies that leverage cutting-edge solutions to enhance operational efficiency and client engagement. Throughout his career, he has demonstrated an exceptional ability to scale businesses by integrating advanced technologies and leading dynamic teams. His deep understanding of market dynamics positions him as a vital contributor to entrepreneurship and investment discussions within the tech community.
Investment Philosophy & Strategy
Stephen Dunnaway approaches investments with an entrepreneurial mindset, reflecting his extensive background in technology startups. By identifying transformative opportunities, he emphasizes the integration of innovative solutions to optimize business operations and drive growth. His acute awareness of market dynamics informs strategic decision-making, allowing for astute capital allocation aimed at scalable ventures. This blend of operational expertise and vision shapes his investing strategy, positioning him as a pivotal figure in fostering advancements that resonate within the tech ecosystem.
Stephen Dunnaway approaches investments with an entrepreneurial mindset, reflecting his extensive background in technology startups. By identifying transformative opportunities, he emphasizes the integration of innovative solutions to optimize business operations and drive growth. His acute awareness of market dynamics informs strategic decision-making, allowing for astute capital allocation aimed at scalable ventures. This blend of operational expertise and vision shapes his investing strategy, positioning him as a pivotal figure in fostering advancements that resonate within the tech ecosystem.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
42.82%
Gain -0.02%
Monthly
1.21%
Yearly
15.5%
Drawdown
19.61%
$188.92M
Equity
Holdings
$188.92M
Investment
$128.88M
$94.79M
Profit -$395,865
Realized
$34.76M
Unrealized
$60.03M
Dividends
$6.41M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$395,865
Win %
65%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$395,865
Win %
65%
This Month
Compared to last month
Gain
-1.47%
Profit
-$2.82M
Win %
65%
This Year
Compared to last year
Gain
-1.5%
Profit
-$2.89M
Win %
64%
BABA Alibaba Group Holding Limited SP ADR
+4.63%
+$4,000.64 
INTC Intel Corporation
+2.45%
+$111,338.93 
AVGO Broadcom Inc.
+1.95%
+$80,132.32 
MSFT Microsoft Corp.
+1.74%
+$374,804.64 
GOOG Alphabet Inc
+1.65%
+$311,837.24 
GOOGL Alphabet Inc
+1.54%
+$193,761.49 
NOW ServiceNow, Inc.
+1.34%
+$69,650.26 
ICE Intercontinental Exchange, Inc.
+1.2%
+$1,927.18 
CVX Chevron Corporation
+1.17%
+$40,429.77 
MELI MercadoLibre, Inc.
+1.15%
+$1,168.16 
EQX Equinox Gold Corp.
+1.1%
+$303.05 
EL The Estée Lauder Companies Inc. Class A
+1.07%
+$6,025.36 
XOM Exxon Mobil Corporation
+0.86%
+$1,664.74 
EEMA iShares MSCI Emerging Markets Asia ETF
+0.73%
+$618.24 
V Visa Inc. Class A
+0.68%
+$69,256.96 
T AT&T Inc.
+0.62%
+$14,389.38 
INTU Intuit Inc.
+0.61%
+$340.65 
KHC The Kraft Heinz Company
+0.56%
+$459.5 
MA Mastercard Incorporated
+0.56%
+$1,234.23 
META Meta Platforms Inc Class A
+0.42%
+$37,049.12 
CMCSA Comcast Corp
+0.4%
+$47.5 
PYPL PayPal Holdings Inc
+0.33%
+$1,655.19 
OTIS Otis Worldwide Corporation
+0.24%
+$5,505.3 
DXJ WisdomTree Japan Hedged Equity Fund
+0.12%
+$41 
HONIV Honeywell International Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONA Honeywell Aerospace Inc.
-5.39%
-$2,189.76 
ORCL Oracle Corporation
-3.39%
-$2,401.08 
HBIO Harvard Bioscience, Inc.
-3.05%
-$90.82 
CM Canadian Imperial Bank of Commerce
-3.02%
-$17,763.3 
TSLA Tesla, Inc.
-2.93%
-$155,687.46 
MRNA Moderna, Inc.
-2.75%
-$176.8 
TD The Toronto-Dominion Bank
-2.59%
-$7,360 
BIIB Biogen Inc.
-2.48%
-$434.35 
GE General Electric Company
-2.47%
-$3,044.62 
RY Royal Bank of Canada
-2.34%
-$53,676 
MRK Merck & Co., Inc.
-2.23%
-$104,310.36 
LLY Eli Lilly and Company
-2.23%
-$123,774.03 
NFLX Netflix, Inc.
-2.16%
-$34,570.98 
AMT American Tower Corporation
-2.06%
-$52,598 
PEP PepsiCo, Inc.
-1.74%
-$2,394.28 
MDLZ Mondelez International, Inc.
-1.52%
-$165.54 
DIS The Walt Disney Company
-1.5%
-$71,784.51 
JNJ Johnson & Johnson
-1.48%
-$1,047.2 
SNPS Synopsys, Inc.
-1.47%
-$78,973.55 
FTV Fortive Corporation
-1.39%
-$903.86 
CTAS Cintas Corporation
-1.37%
-$536.71 
NKE Nike, Inc. - Class B
-1.28%
-$4,634.56 
BKNG Booking Holdings Inc.
-1.27%
-$518.62 
PFE Pfizer Inc.
-1.26%
-$2,376.47 
PANW Palo Alto Networks, Inc.
-1.25%
-$6,959.5 
FERG Ferguson Enterprises Inc
-1.24%
-$2,382.1 
NEE NextEra Energy, Inc.
-1.23%
-$38,164.71 
BMY Bristol-Myers Squibb Company
-1.15%
-$189 
SBUX Starbucks Corporation
-1.12%
-$926.67 
TMO Thermo Fisher Scientific Inc.
-1.03%
-$57,589.32 
JPM JPMorgan Chase & Co.
-1.01%
-$108,391.11 
PG Procter & Gamble Co
-1%
-$49,846.5 
GIS General Mills, Inc.
-0.96%
-$255.5 
ADBE Adobe Inc.
-0.92%
-$112.84 
UNH UnitedHealth Group Incorporated
-0.76%
-$17,798.83 
COST Costco Wholesale Corporation
-0.74%
-$174.5 
KEYS Keysight Technologies, Inc.
-0.69%
-$12,360.42 
CSCO Cisco Systems, Inc.
-0.65%
-$1,519.86 
TRI Thomson Reuters Corp.
-0.54%
-$98.28 
MCD McDonald's Corporation
-0.53%
-$320.32 
URTH iShares MSCI World ETF
-0.44%
-$349.05 
VZ Verizon Communications Inc.
-0.3%
-$131.82 
NEM Newmont Corporation
-0.29%
-$39 
SYK Stryker Corporation
-0.27%
-$108.75 
WM Waste Management, Inc.
-0.26%
-$8,192.52 
A Agilent Technologies Inc.
-0.26%
-$2,344.98 
NVDA NVIDIA Corporation
-0.19%
-$52,672.83 
LMT Lockheed Martin Corporation
-0.19%
-$164.9 
KO The Coca-Cola Company
-0.04%
-$170.41 Events
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Dividends
Dividend Analysis
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| Trades 920 | Longs Won 545/920 59% | Profit Factor 3.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $797,563.47 |
| Average Win $232,339.32 | Best Trade (Jul 22) $17.99M | Sharpe Ratio -57.14 |
| Average Loss -$84,890.07 | Worst Trade (Sep 30) -$4.95M | Z-Score -0.94 (65.4%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 4d | Expectancy $103,033.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.16% |
| Consecutive Losing Trades | 2,227 | 2,004 | 1,782 | 1,559 | 1,336 | 1,114 | 891 | 668 | 445 | 223 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Stephen Dunnaway?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $20.28M, Microsoft Corp - $6.52M, Alphabet Inc - $5.74M, JPMorgan Chase & Co - $4.4M, and Alphabet Inc - $3.45M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: TRI - $5.02M, The Estée Lauder Companies Inc. Class A - $3.39M, Intel Corporation - $2.26M, Nike, Inc. - Class B - $1.79M, and Mettler-Toledo International Inc - $1.57M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stephen Dunnaway's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.41M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $664,544.35, Microsoft Corp - $589,566.1, Procter & Gamble Co - $588,342.86, Merck & Co., Inc - $377,710.34, and UnitedHealth Group Incorporated - $296,653.16. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stephen Dunnaway's monthly returns?
Stephen Dunnaway's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Stephen Dunnaway's strategy be considered aggressive or moderate?
Stephen Dunnaway's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Stephen Dunnaway's strategy?
Stephen Dunnaway's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
